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Welcome to
Table X Real Estate & Finance
Table X REAL ESTATE & FINANCE features a select collection of professional real estate and financial lifestyle services for discriminating consumers who demand a bespoke approach to living well.
ABRAHAM PRATTELLA
Table X REAL ESTATE & FINANCE is proud to introduce ABRAHAM PRATTELLA as our featured real estate agent and broker.
Abraham is the Principal Partner at Agency 8 Real Estate Group, bringing over 21 years of experience in both residential and commercial real estate. A Certified Residential Specialist (CRS), a prestigious designation held by only the top 2% of real estate professionals nationwide, Abraham is known for his deep expertise and unwavering commitment to his clients’ success.
Abraham earned his Bachelor’s degree in Business with high honors from Cal Poly Pomona, where he was inducted into Beta Gamma Sigma. His minor in Finance, Real Estate, and Law, coupled with his vast professional experience, provides a strong foundation for his work in the industry of real estate and finance. Abraham has a strong history of community involvement, and has served as a former State Director for the California Association of Realtors and a former Local Association Compliance Commission Member. Abraham holds a California Broker license (DRE# 01506646). Abraham's credentials can be verified via the State of California Department of Real Estate. The State of California Department of Real Estate safeguards and promotes the public interests in real estate matters through licensure, regulation, education and enforcement. Abraham invites you to contact him directly to discuss your real estate purchases, real estate sales, and real estate development portfolio needs.
Abraham earned his Bachelor’s degree in Business with high honors from Cal Poly Pomona, where he was inducted into Beta Gamma Sigma. His minor in Finance, Real Estate, and Law, coupled with his vast professional experience, provides a strong foundation for his work in the industry of real estate and finance. Abraham has a strong history of community involvement, and has served as a former State Director for the California Association of Realtors and a former Local Association Compliance Commission Member. Abraham holds a California Broker license (DRE# 01506646). Abraham's credentials can be verified via the State of California Department of Real Estate. The State of California Department of Real Estate safeguards and promotes the public interests in real estate matters through licensure, regulation, education and enforcement. Abraham invites you to contact him directly to discuss your real estate purchases, real estate sales, and real estate development portfolio needs.
IVAN MERCER
Table X REAL ESTATE & FINANCE is proud to introduce IVAN MERCER as our featured investment adviser. Ivan, who is a tenured adviser at WESTPAC Wealth Partners, has more than ten years of professional experience designing and implementing financial strategies that are process-focused and based on sound financial principles by educating his clients to make intelligent decisions in the accumulation, protection, and enjoyment of wealth, and which best reflect his clients' core values.
Ivan graduated from the University of Miami, where he obtained a BBA degree with focuses in both finance and marketing. Ivan has navigated the professional wealth management space for nearly a decade and received awards for “New Agent of the Year” 2011 and “Agent of the Year” 2012, 2013 & 2014 for the Guardian San Francisco Agency. Ivan's unique ability to deconstruct complex financial strategies, and relate them effectively and efficiently to his clients, has garnered him a winning reputation as a trusted resource for smart investing and wealth management, including real estate acquisitions, and sales to estate planning.
Ivan holds a Series 6 license (CRD# 5895316 - Investment Company and Variable Contracts Products Representative) and a Series 7 license (CRD# 46173 - General Securities Representative).
Ivan's credentials can be verified via BrokerCheck by FINRA.
FINRA is a not-for-profit, self-regulatory organization dedicated to investor protection and market integrity.
Table X REAL ESTATE & FINANCE invites you to contact IVAN MERCER directly to discuss your investment and wealth management needs.
ABNER CHAVEZ
Table X REAL ESTATE & FINANCE is proud to introduce ABNER CHAVEZ as our featured life insurance professional.
Abner affords his clients expert advise across a spectrum of life insurance products and services including, but not limited to, term life insurance, cash value life insurance, whole life insurance, et al., as well as award-winning fixed annuities products and services whilst providing his clients and their families flexible options to help build inherent and generational wealth.
Abner, who is Principal at Prevail Financial Group, brings nearly a decade of experience in the insurance and financial services industries.
Abner holds a Life Producer license (#0M82380), which authorizes him to sell, solicit, or negotiate insurance products related to human life and annuities.
Abner's credentials can be verified via CDI (California Department of Insurance).
CDI (California Department of Insurance) was created in 1868 as part of a national system of state-based insurance regulation overseeing insurer solvency, licensing agents and brokers, conducting market conduct reviews, resolving consumer complaints, and investigating and prosecuting insurance fraud to protect consumers.
Table X REAL ESTATE & FINANCE invites you to contact ABNER CHAVEZ directly to discuss your insurance and tax-free wealth management needs.
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